This stock has 30 days of quiet left

Dear Friend,

Right now, this stock is boring.

No headlines. No hype. No Reddit threads.

Just a small power equipment company with $1.5 billion in orders, growing demand, and a stock price that puts most investors to sleep.

That's exactly why you should pay attention.

Because in June, the SpaceX/xAI S-1 filing hits the SEC.

And the moment it does, every fund manager, every analyst, and every financial journalist on the planet will comb through the supplier disclosures.

They'll find this company's name.

And "boring" will become the most expensive word in the English language — for everyone who waited.

This is the quiet window.

It won't last.

Dylan Jovine has the name, the ticker, and the full thesis. He's giving it away while the stock is still cheap.

See the "boring" stock before June changes everything >>

"The Buck Stops Here,"

Kelly Maguire

Behind the Markets

BREAKING NEWS

🚀 Goldman Said SpaceX's AI Business Will Grow 100 Times.

Everyone knows SpaceX as a rocket company but Goldman Sachs wants you to think of it as an AI company that also happens to own rockets.

Goldman Sachs is projecting that SpaceX's AI division will grow from $3.2 billion in revenue in 2025 to $322 billion by 2030. That is a 100-fold increase in five years. Goldman is also the bank leading SpaceX's IPO, which is worth keeping in mind when reading their numbers. They’re definitely not biased. Not at all.

SpaceX's AI division includes the social media platform X, the Grok AI assistant, data centers, and a planned chip-making facility being built in partnership with Tesla and Intel. Put all of that together and Goldman is telling potential investors that AI, not rockets and not Starlink, will be the biggest business SpaceX owns by the end of the decade.

Here is the full picture Goldman is painting:

• Total SpaceX revenue is projected to hit $474 billion by 2030, up from $18.7 billion last year. AI accounts for $322 billion of that, Starlink accounts for $144 billion, and rockets bring in $8.3 billion. The rockets are almost a footnote.

• For the AI revenue forecast to hit $322 billion, SpaceX would need to surpass OpenAI, Anthropic, and Google combined in terms of reach and revenue. It’s not technically impossible but it’s also not easy to say with a straight face.

• The entire forecast rests on one gigantic assumption: that AI grows into a $26.5 trillion market. When you start with a number that large, almost any revenue projection begins to look achievable.

The Munch Take: Goldman thinks SpaceX's AI business could become bigger than its rockets and even bigger than Starlink. If they're right, the company could look cheap when it goes public this month. If they're wrong, this forecast is going to look very funny in a few years. Nobody knows what AI will look like in 2030. What we do know is that a lot has to go right for SpaceX to reach $322 billion in AI revenue. I read the number twice because I thought I missed a decimal point. I didn't. It is one of the biggest predictions Wall Street has made all year.

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STORY OF THE DAY

🏠 Forget Cash. This Seller Wants Bitcoin Or Anthropic Shares.

Someone in Brooklyn is selling a $5.99 million luxury home but they’re not interested in your dollars. They want Bitcoin or shares in Anthropic, the AI company currently valued at over $1 trillion on private markets. In other words, keep your mortgage pre-approval. Bring a crypto wallet instead.

• The seller originally listed the property at $6.5 million in August 2025 and has already cut the price twice to arrive at $5.99 million. The creative payment options may also be a creative way of saying the regular buyers have not shown up yet.

• This Brooklyn listing is not alone. A San Francisco home listed at $2.995 million is also accepting Anthropic or OpenAI stock as payment, and an $8 million Mill Valley estate was listed exclusively for Anthropic shares. This is quietly becoming a trend.

• The seller says Anthropic's confidential IPO filing inspired the idea. The bet is simple: employees sitting on valuable private shares may prefer to swap some of that paper wealth for a real house before the company goes public. That is actually a smart pitch when you think about it.

The catch is significant. Private shares come with transfer restrictions, title companies are not built for these deals yet, and the IRS treats stock-for-property swaps as taxable events, making fair market value extremely difficult to pin down. The idea is fascinating but the paperwork is a nightmare.

The Munch Take: We’ve officially reached the part of the AI boom where you can trade pre-IPO shares for a Brooklyn townhouse and that sentence makes me think we’re officially in a massive bubble. Cool story but the inevitable outcome? Probably more painful than cool.

🍪 Munchy Memes

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